WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
EVRG icon
Evergy
EVRG
+$3.18M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.81M
4
MA icon
Mastercard
MA
+$2.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 17.92%
2 Financials 14.79%
3 Consumer Discretionary 14.76%
4 Industrials 10.53%
5 Real Estate 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$591K 0.11%
51,232
-19,785
327
$590K 0.11%
+21,088
328
$587K 0.11%
+2,206
329
$587K 0.11%
+6,974
330
$586K 0.11%
+14,326
331
$585K 0.11%
8,850
-8,326
332
$585K 0.11%
37,284
-80,864
333
$585K 0.11%
23,634
+6,080
334
$583K 0.11%
+3,808
335
$573K 0.11%
41,669
-25,589
336
$573K 0.11%
49,857
-31,065
337
$571K 0.1%
3,212
-3,632
338
$570K 0.1%
11,247
+1,489
339
$569K 0.1%
+32,773
340
$566K 0.1%
2,998
-6,921
341
$565K 0.1%
+25,289
342
$565K 0.1%
+7,132
343
$564K 0.1%
33,745
-8,270
344
$564K 0.1%
53,848
+40,019
345
$560K 0.1%
+14,965
346
$559K 0.1%
+19,068
347
$557K 0.1%
+18,085
348
$552K 0.1%
140,523
+100,872
349
$549K 0.1%
+12,266
350
$546K 0.1%
+5,518
12 13
14
15 16